Chartered Professional Accountant (CPA) and Senior Portfolio Manager with over 15 years of experience on Bay Street. Specializes in Canadian tax strategy, retirement planning (RRSP/TFSA), and wealth management for high-net-worth individuals.
Marcus holds a BComm from the Rotman School of Management and holds both CPA and CFA designations. After a decade working with major Canadian banks in Toronto's financial district, he founded a boutique consultancy helping Canadians navigate complex tax landscapes and investment portfolios. His expertise covers everything from maximizing federal grants and dividend strategies on the TSX to understanding the nuances of crypto taxation in Quebec. Marcus writes with a focus on regulatory compliance and long-term wealth preservation, demystifying the CRA's policies for the average investor.